Address360 Oakville Place Drive
Oakville, ON L6H 6K8
My BackgroundI am committed to working with you and your family to provide you with personalized investment and financial solutions, ongoing financial reviews and a wide range of wealth advisory services such as Investment Management and Financial Planning.
I will meet with you on a regular basis, to assess your investment and financial planning strategy to ensure that you are on target in meeting your goals. If any changes are necessary I will provide recommendations to maintain your overall objectives and risk tolerance levels. This will ensure an ongoing consultative process that will solidify a long-term relationship.
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.